FlexShares STOXX Global Broad Infrastructure Index Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| NORTHERN TRUST CORP | 11/14/2025 | 35.03 M | $2.20 B | 6.20% | 73.95% |
| CAPSTONE FINANCIAL ADVISORS, INC. | 11/14/2025 | 2.15 M | $135.50 M | 1.35% | 4.55% |
| ALASKA PERMANENT CAPITAL MANAGEMENT | 10/31/2025 | 1.14 M | $71.66 M | -1.94% | 2.40% |
| ALASKA WEALTH ADVISORS | 10/31/2025 | 729.13 K | $45.88 M | 5.15% | 1.54% |
| CERTUITY, LLC | 11/13/2025 | 271.42 K | $17.08 M | 0.00% | 0.57% |
| MORGAN STANLEY | 11/14/2025 | 264.08 K | $16.62 M | 16.19% | 0.56% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 248.11 K | $15.61 M | 6.57% | 0.52% |
| CX INSTITUTIONAL | 10/23/2025 | 170.99 K | $10.76 M | 5.41% | 0.36% |
| UNITED BANK | 11/12/2025 | 158.12 K | $9.95 M | 13.38% | 0.33% |
| CITADEL ADVISORS LLC | 11/14/2025 | 149.65 K | $9.42 M | 100.00% | 0.32% |
| AUSTIN WEALTH MANAGEMENT, LLC | 11/05/2025 | 140.24 K | $8.91 M | 2.17% | 0.30% |
| JANE STREET GROUP, LLC | 11/14/2025 | 124.01 K | $7.80 M | 100.00% | 0.26% |
| NBT BANK N A /NY | 10/28/2025 | 120.62 K | $7.59 M | -0.76% | 0.25% |
| 01/28/2026 | 120.09 K | $7.56 M | 2.09% | 0.25% | |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 115.21 K | $7.25 M | 233.16% | 0.24% |
| BOLTWOOD CAPITAL MANAGEMENT | 10/06/2025 | 81.07 K | $5.10 M | 1.04% | 0.17% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10/29/2025 | 70.93 K | $4.48 M | -16.35% | 0.15% |
| PARK NATIONAL CORP /OH/ | 10/01/2025 | 67.10 K | $4.22 M | 55.38% | 0.14% |
| STEPH & CO | 10/06/2025 | 58.51 K | $3.68 M | -0.34% | 0.12% |
| MML INVESTORS SERVICES, LLC | 11/14/2025 | 56.30 K | $3.54 M | 13.15% | 0.12% |
| WEALTH ARCHITECTS, LLC | 11/13/2025 | 54.45 K | $3.43 M | -3.30% | 0.11% |
| UBS GROUP AG | 11/13/2025 | 53.06 K | $3.34 M | -22.96% | 0.11% |
| MISSOURI TRUST & INVESTMENT CO | 11/06/2025 | 46.25 K | $2.91 M | 4.29% | 0.10% |
| BRIO CONSULTANTS, LLC | 11/10/2025 | 39.66 K | $2.50 M | 4.13% | 0.08% |
| ENTREWEALTH, LLC | 11/12/2025 | 36.20 K | $2.28 M | 10.78% | 0.08% |
| CERITY PARTNERS LLC | 10/22/2025 | 33.52 K | $2.11 M | 0.00% | 0.07% |
| DORSEY & WHITNEY TRUST CO LLC | 11/13/2025 | 32.93 K | $2.07 M | 0.00% | 0.07% |
| LPL FINANCIAL LLC | 11/12/2025 | 26.37 K | $1.66 M | -46.77% | 0.06% |
| BESSEMER GROUP INC | 11/05/2025 | 25.78 K | $1.62 M | 1,147.12% | 0.05% |
| POLAR ASSET MANAGEMENT PARTNERS INC. | 12/01/2025 | 23.99 K | $1.51 M | 100.00% | 0.05% |
| ALTFEST L J & CO INC | 10/21/2025 | 22.96 K | $1.44 M | 4.45% | 0.05% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 10/30/2025 | 20.78 K | $1.32 M | 8.88% | 0.04% |
| FIDUCIENT ADVISORS LLC | 10/30/2025 | 16.82 K | $1.06 M | 0.00% | 0.04% |
| SMARTLEAF ASSET MANAGEMENT LLC | 11/05/2025 | 15.80 K | $990.59 K | 377.03% | 0.03% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 14.94 K | $940.00 K | 39.10% | 0.03% |
| UMB BANK, N.A. | 11/04/2025 | 14.39 K | $905.29 K | -8.84% | 0.03% |
| TRANSCEND CAPITAL ADVISORS, LLC | 11/04/2025 | 13.79 K | $867.93 K | 100.00% | 0.03% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 12.85 K | $808.39 K | 14.70% | 0.03% |
| SCS CAPITAL MANAGEMENT LLC | 11/13/2025 | 12.60 K | $792.98 K | 0.00% | 0.03% |
| GROVE BANK & TRUST | 10/06/2025 | 11.76 K | $739.94 K | -25.27% | 0.02% |
| RESOURCES INVESTMENT ADVISORS, LLC. | 11/10/2025 | 11.73 K | $737.93 K | 0.00% | 0.02% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 11.30 K | $711.21 K | 10.00% | 0.02% |
| SIMON QUICK ADVISORS, LLC | 10/21/2025 | 10.49 K | $660.16 K | 100.00% | 0.02% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 10/27/2025 | 10.49 K | $660.16 K | -0.03% | 0.02% |
| VALUED RETIREMENTS, INC. | 10/15/2025 | 10.42 K | $644.60 K | 0.00% | 0.02% |
| HANLON INVESTMENT MANAGEMENT, INC. | 11/13/2025 | 10.06 K | $632.91 K | 15.93% | 0.02% |
| NORTHROCK PARTNERS, LLC | 11/14/2025 | 9.88 K | $621.59 K | 0.00% | 0.02% |
| ENDOWMENT WEALTH MANAGEMENT, INC. | 11/06/2025 | 9.65 K | $607.27 K | 1.06% | 0.02% |
| WHITTIER TRUST CO | 10/31/2025 | 9.52 K | $603.95 K | 0.00% | 0.02% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 8.36 K | $525.70 K | -45.16% | 0.02% |
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FlexShares STOXX Global Broad Infrastructure Index Fund institutional Ownership - FAQ's
During the previous two years, 122 institutional investors and hedge funds held shares of FlexShares STOXX Global Broad Infrastructure Index Fund. The most heavily invested institutionals were:
CERTUITY, LLC: 271,415
CX Institutional: 182,381
PARK NATIONAL CORP /OH/: 71,391
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO: 25,752
Chicago Partners Investment Group LLC: 20,254
BOKF, NA: 6,984
88.81% of FlexShares STOXX Global Broad Infrastructure Index Fund stock is owned by institutional investors.
Institutional investors have bought a total of 41.67 M shares in the last 24 months. This purchase volume represents approximately $2.66 B in transactions.